Sunrise Family Farms
Merle Gruber · Washington County, KS · Wes Tolliver · client since 2017
40k bu at 68% priced
$371.1K under management
Price to the planCosts are estimatesLast spoke in 4 months8 other findings(785) 555-4133
1,100 bu is priced on the board with the basis still open, so the average price below is an estimate on those bushels rather than a number. Somebody has to ring the elevator and fix it, or tell Merle Gruber plainly that this part of the position is not fully priced yet.
Contracts
11
27k bu priced, 68% of expected production.
Revenue locked
$251,158
$16,831 of it over break-even.
Basis left open
1,100 bu
Board locked, cash price not yet settled.
Sold, not hauled
20k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | Soybeans old crop | Cash | 2,600 bu | $10.48 | -$0.06 | $10.42 | +$0.85 $2,210 | Aug 2026 Concordia Grain Not hauled |
| May 2, 2026 | Wheat new crop | Basis | 1,500 bu | $5.99 | -$0.24 | $5.75 | +$0.48 $720 | Jul 2027 Concordia Grain Not hauled |
| Apr 19, 2026 | Soybeans new crop | Forward/HTA | 2,500 bu | $10.93 | -$0.11 | $10.82 | -$0.22 -$550 | Nov 2026 Concordia Grain Not hauled |
| Mar 13, 2026 | Wheat new crop | Forward/HTA | 1,700 bu | $6.17 | -$0.29 | $5.88 | +$0.61 $1,037 | Jul 2027 Concordia Grain Not hauled |
| Feb 14, 2026 | Soybeans old crop | Forward/HTA | 3,100 bu | $10.49 | -$0.06 | $10.43 | +$0.86 $2,666 | Aug 2026 Concordia Grain Hauled |
| Feb 6, 2026 | Soybeans new crop | Cash | 1,100 bu | $11.03 | -$0.12 | $10.91 | -$0.13 -$143 | Nov 2026 Concordia Grain Not hauled |
| Dec 26, 2025 | Soybeans new crop | Basis | 3,300 bu | $11.34 | -$0.11 | $11.23 | +$0.19 $627 | Nov 2026 Concordia Grain Not hauled |
| Dec 20, 2025 | Soybeans old crop | Forward/HTA | 2,000 bu | $11.35 | -$0.13 | $11.22 | +$1.65 $3,300 | Aug 2026 Concordia Grain Not hauled |
| Dec 12, 2025 | Wheat new crop | Forward/HTA | 1,100 bu | $5.93 | -$0.26 Open | $5.67 estimate | +$0.40 $440 | Jul 2027 Concordia Grain Not hauled |
| Nov 27, 2025 | Soybeans old crop | Basis | 4,200 bu | $10.92 | -$0.07 | $10.85 | +$1.28 $5,376 | Aug 2026 Concordia Grain Hauled |
| Nov 16, 2025 | Wheat new crop | Cash | 4,100 bu | $5.81 | -$0.26 | $5.55 | +$0.28 $1,148 | Jul 2027 Concordia Grain Not hauled |
Net cash is the board plus the basis, which is the only price the family is actually paid. Where the basis is open the stored figure is today's estimate rather than a settled price, so the average across the account moves until somebody fixes it.
What was advised, and what they decided
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Jul 29, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Jun 23, 2026 | Wheat | Priced | Filled the resting order and confirmed the contract |
| May 9, 2026 | Wheat | Priced | Priced the next tranche at the elevator, board plus basis |
| Jan 18, 2026 | Wheat | No answer | Left a message about an expiring order |
| Oct 30, 2025 | Soybeans | Agreed, not yet executed | Agreed to price the next rung, waiting on the delivery window |
| Oct 17, 2025 | Wheat | Declined | Recommended pricing the next tranche, client wants to wait |
TODO: the contact history in this demo is synthetic. These are invented conversations and they must be cleared before anybody outside the desk sees this page. The record itself is the point: it is the least glamorous thing in the product and probably the most valuable.